Filed February 18, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MPM WEALTH ADVISORS Service code 26 · EIN 27-1465327 7429 INTERNATIONAL DR., STE. A · HOLLAND, OH 43528 | Advisory (Participants) | $8,221 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,128 | $54,573-41.1% | $90,970-64.7% | $73,493-56.3% |
| Participation rate | 57.3% | 61.2%-3.8pp | 69.0%-11.7pp | 70.7%-13.3pp |
| Annual return | 5.55% | 16.69%-11.1pp | 134.58%-129.0pp | 28.51%-23.0pp |
| Employer contribution / active EE | $868 | $991-12.5% | $2,122-59.1% | $2,270-61.8% |
| Participant deferral / active EE | $4,246 | $2,517+68.7% | $3,373+25.9% | $3,740+13.5% |
| Admin fee / account holder | $99 | $521-81.1% | $5,960-98.3% | $513-80.8% |